- Home
- Financial Advisers Australia (FAA)
- Malcolm Geoffrey Charles Frost
Malcolm Geoffrey Charles Frost
- Name
- Malcolm Geoffrey Charles Frost
- ID
- 275560
- ABN
- –
- First Provided Advice
- 1999
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - 2004
- 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
- 2005 - Accredited Investment Fiduciary - Other - Fi360 Global Fiduciary Insights
- 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
- 2013 - Self Managed Superannuation Funds - Other - Pinnacle Financial Sservices Academy
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Merit Wealth Pty Ltd (#409361)
- Commenced
- Nov. 10, 2014
- Ceased
- June 30, 2024
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- July 1, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Sept. 27, 2013
- Ceased
- Oct. 31, 2014
- Status
- Ceased
- Licence Holder
- Partnership Financial Services Pty Ltd (#220381)
- Commenced
- April 18, 2005
- Ceased
- Nov. 6, 2012
- Status
- Ceased
- Licence Holder
- Tranzact Consulting Pty Limited (#244560)
- Commenced
- Nov. 6, 2012
- Ceased
- Sept. 26, 2013